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Windmill Capital covers 5 stories from October: market resurgence, record IPOs, global challenges, corporate resilience and the wild swings in gold & silver and more.

The September quarter reaffirmed India’s auto resilience; driven by premiumization, exports, and festive demand. Both Hyundai Motor India (HMIL) and TVS Motor Company (TVSL) posted strong profit growth despite input and volume headwinds.

Economic forces like growth, inflation, and policy decisions ripple through every stock portfolio. Let's break it down in this article.

Over the past decade, India's data centre market has attracted investments around $6.5 billion with $1.2 billion in revenue in 2024.

India's economy shows resilience: upgraded credit rating, easing inflation, GST reforms & 6.5% growth. Read our analysis.

Gold and silver's record surge have prompted many investors to fear missing out on what appears to be an unstoppable rally.
